Legrand RedfieldCRD Number: 865752
Current Firm: Asset Management Group, Inc.
Legrand Redfield (CRD# 865752) is an Investment Advisor Representative working at Asset Management Group, Inc. in Stamford, CT and has over 29 years of experience in the finance industry. Legrand Redfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|The Leaders Group Inc.||Littleton, CO||Sep 2013 - Current||3|
|Asset Management Group, Inc.||Stamford, CT||Apr 1983 - Current||33|
|Leigh Baldwin & Company, LLC||Cazenovia, NY||Mar 2013 - Sep 2013||< 1|
|Symetra Investment Services, Inc.||Norwalk, CT||May 2004 - Dec 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1987|
|S65||NASAA Investment Advisors Law Examination||Jan 1996|
Total Assets Under Management347MILLIONS
Total Number of Accounts1,422ACCOUNTS
Average Account Value$243,675
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, IL, MA, MD, NH, NJ, NY, TX, UT, VA, VT, WA